UI User Interface Enhancements

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Add ability to customize Teamlink views

This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...

Dario Tomic over 1 year ago in Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

5 VOTE

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.

Sue Kelly 11 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

4 VOTE

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...

Marc Macialek 9 months ago in Document Viewer / Photos / RFI / UI User Interface Enhancements 7 Future consideration

1 VOTE

Auto Fill Timecards

When Manually entering timecards. Should Not have employee name auto populate from the last entry. If you do not remember to go up and check the name then it puts hours to the wrong employee which you can't change easily. It should be a * blank fi...

Guest 2 months ago in Labor Timecards / UI User Interface Enhancements 0 Future consideration

2 VOTE

Option to email all responsible contacts on the checklist

Client would like to be able to email all the responsible contacts attached to the checklist; similar to the "email resources" function works on the gantt chart in scheduling.

Patrick Sheppard 5 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

8 VOTE

"Jump To" feature on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

It seems like the "Jump To" feature should show on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

David Holler over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

6 VOTE

Allow "Enter" to initiate Global Search

When using Global Search, you currently enter your search criteria and click Search. It would be useful, and one less click to have the option to click Enter and it initiates the search feature.

Dawn Parents over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

6 VOTE

Allow customization of the module names

Allow module names to be changed to fit the nomenclature a particular company or industry uses. For example, the companies we work with refer to change proposal requests (CPRs) as change order requests (CORs).

Emily Sutton over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

4 VOTE

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...

Guest about 1 year ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

6 VOTE

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.

Guest over 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

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